Senior Banking Advisor
About The Position
The Senior Banking Advisor develops and manages complex wealth management banking relationships, including credit and treasury management. The role identifies client prospects and develops marketing strategies, structures and negotiates complex loan or lease agreements, and advises clients on Goals Driven Wealth Management. It also identifies opportunities to connect clients with investment and fiduciary services and cultivates networks of centers of influence (COIs). As a subject matter expert, the advisor provides technical consulting and leadership to teams and partners, leads others in solving complex problems, and handles large-scale, cross-functional, technically difficult work. The position balances operational execution with developing and implementing strategic direction for business functions, and includes direct interaction with committees and management.
Requirements
- At least 5 years of financial analysis and client servicing experience, or commercial lending or leasing experience.
- Advanced knowledge of the banking industry, competition, and financing, typically acquired through formal education and experience.
- Knowledge of investments, trust, and financial consulting concepts to identify cross-selling opportunities.
- Negotiation, leadership, and sales skills to develop client and prospect relationships and a partner network.
- Excellent oral and written communication skills.
- Flexibility and adaptability to change.
- Ability to interpret internal and external business challenges and recommend best practices to improve products, processes, or services.
- Ability to communicate difficult concepts and negotiate with others to adopt a different point of view.
- Specialized depth and/or breadth of expertise in the job discipline or field.
- Applicants must be authorized to work in the U.S. without employment-based visa sponsorship now or in the future.
Responsibilities
- Develop new relationships, identify prospects, and develop marketing strategies for specific clients.
- Manage complex wealth management banking, credit, and treasury management client relationships; identify opportunities in investment and fiduciary services.
- Structure and negotiate complex loan and/or lease agreements within established guidelines.
- Analyze and negotiate loan terms, including special pricing conditions, interest rates, and swaps, in accordance with Credit Policy Committee guidelines.
- Oversee and negotiate preparation of financing agreement documentation.
- Advise and consult with clients regarding Goals Driven Wealth Management.
- Generate leads through established COI relationships and cultivate an additional COI network.
- Provide comprehensive, in-depth consulting and leadership to teams and partners as a subject area expert.
- Carry out large-scope, cross-functional, technically difficult activities.
- Develop and execute strategic direction for business function activities alongside high-level operational execution.
- Interact directly with committees and/or management.
- Develop, implement, and administer programs within functional areas.
- Lead others in solving complex problems.
- May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
Benefits
- Retirement benefits, including 401(k) and pension
- Health and welfare benefits, including medical, dental, vision, spending accounts, and disability
- Paid time off
- Parental and caregiver leave
- Life and accident insurance
- Other voluntary and well-being benefits
- Discretionary bonus program that may include an equity component
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
